Financial Engines Advisors
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Financial Engines Advisors’s Eversource Energy ES Stock Holding History

Financial Engines Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Sell
3,389
-477
-12% -$33.7K ﹤0.01% 499
2025
Q4 		$260K Buy
3,866
+376
+11% +$26.4K ﹤0.01% 489
2025
Q3 		$248K Buy
3,490
+100
+3% +$6.56K ﹤0.01% 498
2025
Q2 		$216K Buy
3,390
+58
+2% +$3.57K ﹤0.01% 492
2025
Q1 		$207K Buy
+3,332
New +$199K ﹤0.01% 411
2020
Q4 		– Sell
-2,626
Closed -$219K – 256
2020
Q3 		$219K Buy
+2,626
New +$225K ﹤0.01% 219

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors's ES Position: Q1 2026 in Review

Financial Engines Advisors reduced its Eversource Energy (ES) stake by 12% in Q1 2026, selling an estimated $33.7K and leaving 3,389 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Financial Engines Advisors first reported a position in ES in Q3 2020 and has held it in 6 quarters since. The position peaked at $260K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Financial Engines Advisors held 3,389 shares of Eversource Energy worth $235K as of Q1 2026.
  • Financial Engines Advisors sold 477 Eversource Energy shares in Q1 2026, an estimated $33.7K.
  • Eversource Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #499 holding.
  • Financial Engines Advisors first reported a position in Eversource Energy in Q3 2020 and has held it in 6 quarters since.
  • Financial Engines Advisors's Eversource Energy position peaked at $260K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.